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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive expertise in Artificial Intelligence solutions and digital product management within Wealth & Investment Management, with a strong focus on building scalable conversational AI and virtual assistant products. Proven ability to synthesize customer insights and market trends into actionable strategies while effectively communicating with senior leadership.
Highest-signal resume keywords
Artificial Intelligence Solutions ExperienceDigital Product ManagementConversational AI Product DevelopmentLeadership ExperienceCustomer Data Analysis
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Artificial IntelligenceConversational AIVirtual Assistant DevelopmentDigital Product StrategyData AnalysisMarket Trend SynthesisBusiness Performance AnalysisRoadmap DevelopmentExecutive PresentationComplex Problem Resolution
Soft Skills
Strategic ThinkingCreative Problem SolvingInfluencing SkillsCollaborationCommunication
Industry Keywords
Wealth ManagementBrokerageInvestmentsFinancial AdvisorsCustomer Insights
About the role
Key responsibilities & impact- Own the strategy, roadmap, and results for Fargo within Wealth & Investment Management
- Act as an advisor to senior leadership on digital, data, and AI products, initiatives, plans, specifications, resources, and long-term goals
- Lead strategy and resolution of highly complex challenges across multiple functional areas or the enterprise
- Develop long-term, large-scale solutions requiring vision, creativity, innovation, advanced analytical thinking, and sound judgment
- Synthesize customer insights, market trends, business performance, data, and platform considerations into strategies and requirements
- Provide vision, direction, and expertise to senior leadership on significant business plans, programs, and initiatives
- Build alignment across product, design, engineering, data, analytics, operations, risk, and control functions
- Coordinate complex cross-functional activities, clarify decision points, and accelerate execution
- Create and deliver executive-ready recommendations, decision materials, roadmaps, and success measures
- Serve as an expert advisor and thought leader to strengthen digital product management practices and influence enterprise priorities without direct people-management accountability
Requirements
What you’ll need- 10+ years of Artificial Intelligence solutions experience, or equivalent experience demonstrated through one or a combination of work experience, training, military experience, or education
- 4+ years of management or leadership experience
- Experience building conversational AI, virtual assistant, or generative AI products at scale
- Digital product experience in wealth management, brokerage, or investments
- Experience designing tools or experiences for financial advisors
- Track record of using customer data and voice of customer insight to drive the roadmap
- Experience presenting to senior executives and steering committees
- Ability to travel up to 10% of the time
- This position is not eligible for Visa sponsorship
Benefits
Comp & perks- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
- Incentive opportunities may be available